Key Client Fiduciary Advisors, LLC Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$302.0M

Holdings

213

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (213 positions)

StockValue
UBERUBER TECHNOLOGIES INC
$577K
XLFISELECT SECTOR SPDR TR
$576K
XYZBLOCK INC
$568K
QBTSD-WAVE QUANTUM INC
$565K
NFLXNETFLIX INC
$550K
ADBEADOBE INC
$547K
JHMMJOHN HANCOCK EXCHANGE TRADED
$542K
XLVSELECT SECTOR SPDR TR
$537K
EDCONSOLIDATED EDISON INC
$536K
VEAVANGUARD TAX-MANAGED FDS
$528K
VBKVANGUARD INDEX FDS
$523K
WFCWELLS FARGO CO NEW
$511K
CVXCHEVRON CORP NEW
$509K
JNJJOHNSON & JOHNSON
$508K
JEPQJ P MORGAN EXCHANGE TRADED F
$505K
CSCOCISCO SYS INC
$503K
PKWINVESCO EXCHANGE TRADED FD T
$498K
PVALPUTNAM ETF TRUST
$494K
MCDMCDONALDS CORP
$487K
SKYYFIRST TR EXCHANGE TRADED FD
$486K
VVISA INC
$484K
SGOLETFS GOLD TR
$475K
VBRVANGUARD INDEX FDS
$472K
SDYSPDR SERIES TRUST
$456K
VGTVANGUARD WORLD FD
$453K
SPYGSPDR SERIES TRUST
$453K
IPINTERNATIONAL PAPER CO
$452K
STXVEA SERIES TRUST
$432K
CATCATERPILLAR INC
$431K
CGWINVESCO EXCH TRADED FD TR II
$425K
SOSOUTHERN CO
$413K
KOCOCA COLA CO
$413K
BOTZGLOBAL X FDS
$399K
SMDVPROSHARES TR
$394K
XLESELECT SECTOR SPDR TR
$393K
NMFCNEW MTN FIN CORP
$391K
FTQIFIRST TR EXCHANGE TRADED FD
$386K
CSXCSX CORP
$380K
IYFISHARES TR
$380K
PDBCINVESCO ACTVELY MNGD ETC FD
$379K
SOFISOFI TECHNOLOGIES INC
$373K
TDIVFIRST TR EXCHANGE TRADED FD
$372K
SOXXISHARES TR
$370K
PEPPEPSICO INC
$369K
SHELSHELL PLC
$369K
GRMNGARMIN LTD
$364K
SPYVSPDR SERIES TRUST
$360K
XOPSPDR SERIES TRUST
$357K
CAVACAVA GROUP INC
$356K
LRCXLAM RESEARCH CORP
$355K
SLVISHARES SILVER TR
$347K
BTCOINVESCO GALAXY BITCOIN ETF
$343K
AGFIRST MAJESTIC SILVER CORP
$343K
GLWCORNING INC
$331K
XYLDGLOBAL X FDS
$326K
AMGNAMGEN INC
$326K
STXGEA SERIES TRUST
$324K
REGLPROSHARES TR
$319K
IYHISHARES TR
$305K
AQLTISHARES TR
$305K
ROBOEXCHANGE TRADED CONCEPTS TRU
$303K
DVNDEVON ENERGY CORP NEW
$299K
NVSNNOVARTIS AG
$299K
BABOEING CO
$297K
FINXGLOBAL X FDS
$294K
IEPICAHN ENTERPRISES LP
$294K
SMHVANECK ETF TRUST
$293K
PNCPNC FINL SVCS GROUP INC
$289K
GEVGE VERNOVA INC
$281K
RGTIRIGETTI COMPUTING INC
$281K
CMCSACOMCAST CORP NEW
$278K
WMWASTE MGMT INC DEL
$276K
IXNISHARES TR
$275K
MSTR 8 PERPMICROSTRATEGY INC
$272K
IPORENAISSANCE CAP GREENWICH FD
$270K
XFEBFIRST TR EXCH TRADED FD III
$268K
BDXBECTON DICKINSON & CO
$263K
UNHUNITEDHEALTH GROUP INC
$261K
ILDRFIRST TR EXCHNG TRADED FD VI
$257K
XLYSELECT SECTOR SPDR TR
$254K
CAGCONAGRA BRANDS INC
$253K
GDGENERAL DYNAMICS CORP
$249K
RBLXROBLOX CORP
$246K
VSTVISTRA CORP
$244K
XSDSPDR SERIES TRUST
$241K
UPSUNITED PARCEL SERVICE INC
$237K
EEMISHARES TR
$235K
FTAFIRST TR EXCHANGE-TRADED ALP
$233K
PSXPHILLIPS 66
$231K
JMIAJUMIA TECHNOLOGIES AG
$228K
TPLTEXAS PACIFIC LAND CORPORATI
$226K
CWBSPDR SERIES TRUST
$224K
PHOINVESCO EXCHANGE TRADED FD T
$222K
HOODROBINHOOD MKTS INC
$220K
QCOMQUALCOMM INC
$215K
TXNTEXAS INSTRS INC
$215K
DUKDUKE ENERGY CORP NEW
$212K
DKNGDRAFTKINGS INC NEW
$212K
RTXRTX CORPORATION
$212K
4I1PHILIP MORRIS INTL INC
$211K
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